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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
619
Value
$97.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026619$97.0K<0.1%−118−16.0%ReducedHolders
Q1 2026737$137.6K<0.1%−39−5.0%ReducedHolders
Q4 2025776$205.6K<0.1%−78−9.1%ReducedHolders
Q3 2025854$202.4K<0.1%−255−23.0%ReducedHolders
Q2 20251,109$302.4K0.1%−138−11.1%ReducedHolders
Q1 20251,247$334.6K0.1%−58−4.4%ReducedHolders
Q4 20241,305$436.3K0.1%−30−2.2%ReducedHolders
Q3 20241,335$365.4K0.1%−126−8.6%ReducedHolders
Q2 20241,461$375.6K0.1%−456−23.8%ReducedHolders
Q1 20241,917$577.4K0.1%+6+0.3%AddedHolders
Q4 20231,911$502.9K0.1%00.0%UnchangedHolders
Q3 20231,911$387.5K0.1%−28−1.4%ReducedHolders
Q2 20231,939$409.6K0.1%−215−10.0%ReducedHolders
Q1 20232,154$430.3K0.1%−110−4.9%ReducedHolders
Q4 20222,264$300.2K0.1%−31−1.4%ReducedHolders
Q3 20222,295$330.0K0.1%+64+2.9%AddedHolders
Q2 20222,231$368.0K0.1%−164−6.8%ReducedHolders
Q1 20222,395$508.0K0.1%−87−3.5%ReducedHolders
Q4 20212,482$633.0K0.2%−149−5.7%ReducedHolders
Q3 20212,631$713.0K0.2%+10.0%AddedHolders
Q2 20212,630$642.0K0.2%−815−23.7%ReducedHolders
Q1 20213,445$729.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.